SWMG LLC’s VanEck Short Muni ETF SMB Stock Holding History

SWMG LLC’s Portfolio SMB Stock Details SMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-93,896	Closed	-$1.56M	–	85
2022 Q3	$1.56M	Buy	+93,896	New	+$1.59M	1.02%	21
2022 Q1	$1.61M	Hold	93,896	–	–	0.88%	24
2021 Q4	$1.68M	Hold	93,896	–	–	0.89%	25
2021 Q3	$1.69M	Hold	93,896	–	–	0.98%	25
2021 Q2	$1.7M	Buy	+93,896	New	+$1.7M	1%	25

Other funds holding SMB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MHS

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

EWMCB

EisnerAmper Wealth Management Corporate Benefits Iselin, New Jersey $274M AUM 12.56% 1-Year Est. Return

SWMG LLC's SMB Position: Q4 2022 in Review

SWMG LLC sold out of VanEck Short Muni ETF (SMB) in Q4 2022, closing a stake of 93,896 shares — an estimated $1.56M sold.

SWMG LLC first reported a position in SMB in Q2 2021 and held it in 5 quarters. The position peaked at $1.7M in Q2 2021. 108 funds tracked by Wall St. Rank hold SMB as of Q4 2022.

SWMG LLC reported no remaining VanEck Short Muni ETF position as of Q4 2022 after selling out during the quarter.
SWMG LLC sold 93,896 VanEck Short Muni ETF shares in Q4 2022, an estimated $1.56M.
SWMG LLC first reported a position in VanEck Short Muni ETF in Q2 2021 and held it in 5 quarters.
SWMG LLC's VanEck Short Muni ETF position peaked at $1.7M in Q2 2021.
108 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q4 2022.

Based on SWMG LLC's 13F filing for Q4 2022, filed 14 Feb 2023.